The Rotary FoundationDistrict 7870

Maximizing Rotary Foundation Effectiveness

District AssemblyApril 6, 2013

Outline

• The New Foundation Grants• Our Decision Logic• Our Budgeted Programs• Giving Goals• How to give

Broad Audience – I’ll try to keep it simple!

Funding Needed

• 2011-12 Matching Grant• Hospital Upgrade, Lahore Pakistan– Korean Partner has dropped out– Need additional funding to replace– If you or your club is interested:• Please see Steve Puderbaugh, Raymond Area Rotary

Great Opportunity to “Do Good in the World”

Three Grant Types

Global Grants

District Grant

Packaged Grants

Grant Types

• Single “Block” Grant• No Foundation Match• Local or International, consists

of multiple parts:– Group Study Exchange Team– Small Vocational Training Team– Small Local Grants similar to

former District Simplified Grants

District Grant

We propose to do GSE only – Save DDF for Global Grants

Grant Types

• Large ($30,000 to $200,000)• International• Sustainable/Humanitarian Focus• 3.5 to 1 Match– $8,571 contribution funds a $30,000

Grant• Can do – Global Scholar– Humanitarian Projects– Vocational Training Team

Global Grants

We propose to do all three – Best bang for our buck!

Grant Types

• Centrally Managed by Rotary• Clubs may participate “for free”• Currently low availability• Future promise

Packaged Grants

Could use a volunteer to study and promote

Med/Training Microfinance Graduate Water Education Voc. Training, Nurses

Decision Logic

District Designated Funds (DDF)• 3 Years ago our Clubs & Rotarians gave $180,000• It was invested for 3 years. The proceeds fund

our Rotary Foundation• 100% is now ready to spend:– $90,000 becomes District Designated Funds (DDF)– $90,000 goes to the World Fund.

We control how our DDF is spent!If we are wise, we can also control how the World Fund is spent!

Decision Logic

Club Spending in ContextClub Projects* $1,800,000

– Local (95%) $1,700,000– Int. (5%) $100,000

Foundation** $180,000– Local (10%) 18,000– Int.(by us) (40%) $72,000– Int. (by TRF) (50%) $90,000

• Matching our grants• Polio• GSE• Matching other District’s grants

Local International0

200

400

600

800

1000

1200

1400

1600

1800 1700

10018

162

Club $$Our Foundation $$

* $800/Member/Year * * $78/Member/Year

Decision Logic

How to spend our $90,000 DDF?• Local + International

– District Grant (max) $45,000• GSE $13,000• VTT $13,000• “DSG” $19,000

– Global Grants $45,000• 1 Scholar $15,000• 1 VTT $15,000• 1.8 Grants $15,000

– Club/Ind. Contr. $15,000– World Fund $52,500

• Club $7,500• DDF $45,000

– Total$157,500

• All International– District Grant $13,000

• GSE Team only• No Small VTT• No local grants

– 6 Global Grants $77,000• 1 Scholar $15,000• 1 VTT $15,000• 5 Grants $47,000

– Club/Ind. Contr. $47,000– World Fund $100,500

• Club $23,500• DDF $77,000

– Total$237,500

$18,000 (1%) local reduction = $80,000 more for International

Decision Logic

How to spend our $90,000 DDF?

Distric

t Gran

t

Global Gran

tsTotal

020000400006000080000

100000120000140000160000180000

Local & International

World FundClubs MembersDDF

Distric

t Gran

t

Global Gran

tsTotal

0

50000

100000

150000

200000

250000

International Only

World FundClubs MembersDDF

Our Foundation Programs

District Grant• GSE Only – Sweden? – Chair – PDG Chris Parkinson– Schedule• October Team and Team Leader Selection• April-May Team Exchange

• No Small Local Projects (think DSG)

District Grant

Any Clubs or Rotarians with concerns please contact me.

Our Foundation Programs

Humanitarian Grants/VTT• Global Grants Chair – Macy Lawrence• Clubs wishing to lead a Global Grant

– Contact Macy or Me– Attend the Grants Seminar (time/place TBD)– Become Qualified as a Club– Partner with a Host Club overseas– Plan Grant/Raise Funding/Execute

• Schedule– Each grant scheduled Individually– Apply as early as April 2013, as late as March 2014– Two years to complete

Global Grants

Fabulous opportunities to “Do Good in the world!”

Our Foundation Programs

Global Grants, TentativeSubject Lead Club Cost DDF Budget

Equip Hospital, Nicaragua Woodstock $60,000 $16,000

Electrify Orphanage, Entebbe Ludlow $30,000 $8,000

Burn Unit in Peshawar TBD $60,000 $16,000

Nutrition in India Hollis-Brookline $60,000 $16,000

VTT, RISE Rollout Deerfield Valley $30,000 $8,000

Global Scholar District $30,000 $15,000

VTT Sweden Wantastiquet? $30,000 $15,000

Mongolia Hospital Project* Capital City $60,000 $16,000

Total $360,000 $110,000

We have enough Global Grants in draft to consume 100% of our DDF.

* $15,000 Carry Forward From 2012-13

Global Grants

Our Foundation Programs

Global Scholar• Scholarship Chair – John Jude• Funding – $15,000 DDF, $15,000 World Fund• Even without soliciting, 3 Clubs have candidates• High Hurdle – Study must be in an area of focus• Schedule – Floating Enroll as early as 4 months

after selection• Review Process - Floating

Global Grants

Most Difficult part of New Grant ProcessMay have to skip a year

Your Club Goals(due today)

• Annual Giving Goal– Paul Harris Fellowship– Every Rotarian Every Year

• Polio Plus Giving Goal– Same, but designated for Polio

• Permanent Fund Giving Goal– Major Donors– Bequests

Reasons to Give to the Foundation

• To “Do Good in the World”• To achieve Club & Club Member Goals• To Eradicate Polio• To Strengthen Rotary• To leave a Rotary Legacy

• To get recognition (most common/least worthy)• To get money back (poor business decision)

Check the Right Box!• Annual Fund

The primary source of funding for Foundation grants and activities worldwide. Eligible for Paul Harris Fellow recognition. Only gifts to Annual Fund-SHARE will generate District Designated Funds (DDF).Annual Fund - SHARE (supports grants and activities chosen by clubs in

your district)Annual Fund - World FundAnnual Fund - Peace and conflict prevention/resolutionAnnual Fund - Disease prevention and treatmentAnnual Fund - Water and sanitationAnnual Fund - Maternal and child healthAnnual Fund - Basic education and literacyAnnual Fund - Economic and community development

Also, feel free to give to Polio, The Peace Centers or directly to a Global Grant

“Doing Good in the World!”